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| The Retirement Solution LLC
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|---|---|
| CRD # | 148106 |
| SEC # | 801-113783 |
| CIK # | 0001914606 |
| AUM | 699.4 M (2026-05-15) |
| Employees | 35 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 425-558-3700 |
| Address | 18300 Redmond Way Redmond, WA 98052 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.9 | ||
| Apple Inc | 2.4 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Micron Technology Inc | 1.4 | ||
| Amazon Com Inc | 1.2 | ||
| Tesla Motors Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Starbucks Corp | 0.6 | ||
| Netflix Inc | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 499 | 292.2 |
| (b) Individuals (high net worth individuals) | 324 | 407.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,164 | 699.4 |
| By Discretionary | ||
| Discretionary | 1,988 | 449.2 |
| Non-Discretionary | 1,176 | 250.3 |
| Total | 3,164 | 699.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 699.4 | |
| Total | 3,164 | 699.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001914606] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 108 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NJ | 706.0 M |
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Broadview Financial Management LLC
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Grey Fox Wealth Advisors LLC
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DE | 698.8 M |
|
ABG Consultants LLC
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UT | 697.4 M |
|
Madrona Financial Services LLC
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WA | 691.8 M |